TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.51M
3
+$5.21M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$4.56M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Healthcare 7.89%
3 Financials 5.8%
4 Consumer Discretionary 3.75%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$23K 0.02%
+814
377
$23K 0.02%
+400
378
$23K 0.02%
+800
379
$23K 0.02%
+520
380
$23K 0.02%
+500
381
$23K 0.02%
+357
382
$22K 0.02%
+1,550
383
$22K 0.02%
+400
384
$22K 0.02%
+148
385
$22K 0.02%
+150
386
$21K 0.02%
+340
387
$21K 0.02%
+1,500
388
$21K 0.02%
+145
389
$21K 0.02%
+150
390
$21K 0.02%
+500
391
$21K 0.02%
+300
392
$21K 0.02%
+162
393
$20K 0.02%
+2,689
394
$20K 0.02%
+2,000
395
$20K 0.02%
+360
396
$20K 0.02%
+400
397
$20K 0.02%
+526
398
$20K 0.02%
+500
399
$19K 0.01%
+762
400
$19K 0.01%
+300
14 15
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